Institutional Ownership Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB). We have compiled data on the 1,626 institutions that hold shares in the stock, with a total of 98.5 Million shares, which have been reported (via 13F filing form) to have a value of $36.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
2,036
shares
|
$749,003
0.06% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
2,026
shares
|
$745,324
0.08% of portfolio
|
Q2 2025
Added 18.0%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
2,019
shares
|
$742,749
0.03% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Nov 05, 2025 Q3 2025 |
2,007
shares
|
$738,335
0.19% of portfolio
|
Q2 2023
New holding
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
2,007
shares
|
$738,335
0.67% of portfolio
|
Q4 2022
Reduced 10.92%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
1,993
shares
|
$733,184
0.06% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 12, 2026 Q4 2025 |
1,991
shares
|
$732,449
0.5% of portfolio
|
Q4 2025
Added 0.61%
|
|
|
Riverbridge Partners LLC
|
Oct 14, 2025 Q3 2025 |
1,980
shares
|
$728,402
0.01% of portfolio
|
Q1 2025
Reduced 10.16%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
1,980
shares
|
$728,402
0.11% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Parthenon LLC
|
Oct 31, 2025 Q3 2025 |
1,980
shares
|
$728,402
0.08% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
1,971
shares
|
$725,091
0.07% of portfolio
|
Q3 2025
Added 77.09%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
1,949
shares
|
$716,998
0.04% of portfolio
|
Q1 2025
Reduced 11.97%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 10, 2025 Q3 2025 |
1,939
shares
|
$713,319
0.13% of portfolio
|
Q3 2025
Reduced 16.28%
|
|
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
Dec 02, 2025 Q3 2025 |
1,937
shares
|
$712,583
0.55% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
1,930
shares
|
$710,008
0.08% of portfolio
|
Q3 2025
Added 26.97%
|
|
|
Members Trust CO
|
Nov 14, 2025 Q3 2025 |
1,930
shares
|
$710,008
0.02% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
1,917
shares
|
$705,225
0.0% of portfolio
|
Q3 2025
Added 46.67%
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
1,900
shares
|
$698,972
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
1,900
shares
|
$698,972
0.13% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 12, 2025 Q3 2025 |
1,892
shares
|
$696,028
0.11% of portfolio
|
Q3 2025
Added 16.36%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Nov 07, 2025 Q3 2025 |
1,881
shares
|
$691,982
0.4% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
1,878
shares
|
$690,878
0.1% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Oct 06, 2025 Q3 2025 |
1,877
shares
|
$690,510
0.31% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,875
shares
|
$689,775
0.04% of portfolio
|
Q2 2025
Added 25.92%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
1,869
shares
|
$687,567
0.11% of portfolio
|
Q3 2024
Added 0.21%
|
|